Brief Overview

A custom Worklet lets you segment WalkMe content for specific Workday® roles or groups that don't have their own Worklet. You don't add anything visible to their Workday interface.

When you build an advanced custom report and turn it on as a Worklet, Workday creates a unique Worklet ID. WalkMe uses that ID behind the scenes for segmentation. Workday doesn't show the Worklet to the group.

How It Works

Create the custom report

1. In the Workday search bar, search for Create Custom Report
2. Fill in the following fields:
   1. Report Name: Use a name that includes "WalkMe" and the target role, for example WalkMe_HRAdmin_Worklet
   2. Report Type: Choose Advanced
   3. Data Source: Choose a data source that's available to your target group, for example All Positions

Set up the Output tab

1. Go to the Output tab
2. Check Enable as Worklet
3. Make sure Home is included in the Available on field. This makes the Worklet ID available to WalkMe
4. Leave all other options at their default settings

Add a column

1. Go to the Columns tab
2. Add at least one business object and one field, for example:
   1. Business Object: Position and Job - All Staffing Models
   2. Field: Job Description

Choose who sees the content

1. Go to the Share tab
2. Choose Share with specific security groups or Share with specific authorized users, then select who should get the segmented WalkMe content
3. Select OK to save the report

Get the Worklet ID

1. Refresh the Workday page
2. Open the WalkMe Editor and go to Preview mode
3. Open your browser's developer console and run this command: walkMeWorkday.segmentation.worklets
4. In the dropdown list, find your report name and copy its Worklet ID
5. Paste the Worklet ID into the Segmentation Engine

Tip Tuesday Videos

Worklet Segmentation